See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,840 | $65,395+25.1% | $182,532-55.2% | $72,985+12.1% |
| Participation rate | 44.6% | 65.4%-20.8pp | 78.0%-33.4pp | 69.5%-24.9pp |
| Annual return | 23.08% | 27.68%-4.6pp | 148.54%-125.5pp | 81.00%-57.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,247 | $3,563+47.3% | $5,524-5.0% | $3,607+45.4% |
| Admin fee / account holder | $3,159 | $4,245-25.6% | $8,592-63.2% | $5,124-38.4% |